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  2. About Us
  3. Investment Philosophy

Investment Philosophy

With more than 75 years of combined planning and investment experience, the professionals at DSI Wealth Management stand ready to perform services for their clients, their clients' families and employees and the community.  The values of the firm are clear and simple:

  • Always ethical
  • Frequent communication
  • Total planning solutions

Custom Strategies. Flexible Implementation.

Our strategy begins with a thorough understanding of each client’s values, goals and current financial condition. Questions not statements dominate our early meetings. Once this critical data is obtained we design and recommend a strategic plan. The strategy, with the clients permission, is also presented to the client's other advisors, including attorneys, accountants, risk managers, business partners and interested family members.

The key to a strategic plan is in the implementation and constant updating. Economic, professional or personal changes can render a plan obsolete. Our plans receive frequent-scheduled reviews by clients and their other advisors with the DSI Wealth Management team acting as the coordinator and lead facilitator.

Learn More.

It would be a pleasure to review your current portfolio, estate and financial plans. Please feel free to contact the office to schedule an interview that will fully describe the scope of these services and how they can benefit you, your business and of course your family and future generations.

About Us

  • About Joe Rubinstein
  • Our Team
  • Investment Philosophy

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 626 919-3456
Fax: 626 919-6127
Toll Free: 800 365-7749

Email: dsiwm.info@divsecs.com 

1000 Lakes Dr. #420 , West Covina, California 91790

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  • Legal, privacy, copyright and trademark information

Chad Beck and Joe Rubinstein are Registered Representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Chad Beck | California | 1000 Lakes Drive, Suite 420, West Covina, CA 91790 | CA Insurance Lic. # 0G06032. 

Joseph Rubinstein | California | 1000 Lakes Drive, Suite 420, West Covina, CA 91790 | CA Insurance Lic. # 0A68771. 

The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

 

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